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Financial Institutions
FISI

Overview Fund Activity

110 hedge funds and large institutions have $226M invested in Financial Institutions in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
30
Reduced
42
Closed
7
Calls
$10K
Puts
$15K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$5.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.7M
3
BlackRock
3
BlackRock
New York
$30.7M
4
ACM
4
Ategra Capital Management
Virginia
$8.29M
5
RA
5
Royce & Associates
New York
$3.33M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.91M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.53M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$3.41M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Sonen Capital
California
$609K 25,000 – –
SO
52
STRS Ohio
Ohio
$582K 23,900 -1,000 -4%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$501K 20,552 -8,882 -30%
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$483K 19,834 -3,850 -16%
TI
55
Trexquant Investment
Connecticut
$481K 19,732 -314 -2%
SEI Investments
56
SEI Investments
Pennsylvania
$431K 17,694 -1,162 -6%
CC
57
Courier Capital
New York
$345K 14,163 – –
CCIA
58
Campbell & Co Investment Adviser
Maryland
$345K 14,143 +2,274 +19%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$307K 12,593 – –
SCP
60
Seizert Capital Partners
Michigan
$307K 12,584 – –
First Trust Advisors
61
First Trust Advisors
Illinois
$305K 12,513 +12,513 New
Grantham, Mayo, Van Otterloo & Co (GMO)
62
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$288K 11,813 -4,000 -25%
Stifel Financial
63
Stifel Financial
Missouri
$282K 11,581 -1,782 -13%
Man Group
64
Man Group
United Kingdom
$281K 11,544 +11,544 New
RJA
65
Raymond James & Associates
Florida
$281K 11,544 -264 -2%
Creative Planning
66
Creative Planning
Kansas
$267K 10,958 – –
Franklin Resources
67
Franklin Resources
California
$265K 10,875 -18 -0.2%
PAM
68
Panagora Asset Management
Massachusetts
$254K 10,420 -2,714 -21%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$237K 9,706 +1,523 +19%
AllianceBernstein
70
AllianceBernstein
Tennessee
$219K 9,000 +9,000 New
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$209K 8,585 -1,948 -18%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$205K 8,405 -3,905 -32%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$202K 8,280 -8 -0.1%
EGM
74
Engineers Gate Manager
New York
$201K 8,247 +8,247 New
MIM
75
MetLife Investment Management
New Jersey
$186K 7,636 -1,623 -18%
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